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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,976 | $88,707+58.9% | $74,184+90.0% | $273,972-48.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 10.32% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $795 | $3,159-74.8% | $2,370-66.5% | $4,869-83.7% |
| Participant deferral / active EE | $2,181 | $4,212-48.2% | $3,550-38.6% | $5,287-58.8% |
| Admin fee / account holder | $1,860 | $8,717-78.7% | $5,586-66.7% | $10,133-81.6% |